Briefly give contextual information so the reader can make sense of
the following information. Reference the documents that give detail of
'what' is required.
Describe the intent in the project, including outcomes and deliverable
outputs that lead to those outcomes. This may also include targets, such as what
should be delivered when, and constraints, which limit the approaches that may
In effect, this section is usually a summary or replacement of the
Describe the overall approach being taken to the project and the
reason for this. Also mention other approaches and reasons why these are
not being used (for example why a slow and careful approach is being used
over a quick and forced change).
Detail major activities that will be undertaken. This is typically
in more detail for the near term and broader action for the future.
Describe key risks and what will be done about these, such as early
actions to reduce probability of them occurring and plans to manage them
should they occur.
Describe dependencies on other projects or other activities.
Also note projects or activities that are dependent upon this
Describe the methods by which the project will be managed, including
reporting structures, meetings, documentation, etc.
Describe the resources that will be needed for the project. This
should include accurate detail for the near term. Longer-term resources
may be more of an estimate.
Show the overall timescales of the overall project and the detail of
the next phase. This beings together the activities and resources above,
and may include contingency for identified risks.
Note that this section may include a cut-and-paste diagram from a
spreadsheet or project management software.
List the costs of completing both the next phase and the overall
project. Depending on how the project is resourced, this may include time
costs of internal people and expenditure on external consultants, as well
as any further costs such as for printing or computer hardware.